→ Morningstar Integration for better user experience as Customers could choose the type of financial instrument: Stocks, ETFs/ETPs, Investment Trusts, Investment Funds, Pension Funds, etc:
→ It could contribute to add also Portfolio Management tools in web/mobile platforms, by type of financial instrument, asset classes, categories/sectors, currency, etc. With graphics and numerical representations
→ Adding a PDF report export for the portfolio, showing the above metrics, and financial metrics (in various time periods: returns, standard deviations, sharpe ratios, sortino rations, etc.)
→ Export to an Excel file for the all or selected financial instruments searched in T212 platform.
→ Cash pies, to separate the uninvested cash (cash for investing; cash for interest; cash for card payments).